Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
19.86%
28.08%
7.18%
-2.53%
1.82%
26.68%
-7.08%
28.71%
19.76%
17.80%
-12.84%
16.83%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-14.04%
16.47%
23.90%
6.98%
-2.56%
1.63%
26.44%
-7.23%
28.47%
19.72%
17.57%
-13.02%
21.33%
26.85%
2.09%
3.84%
-0.04%
36.13%
-13.39%
31.44%
27.43%
15.13%
-22.26%
13.72%
19.01%
4.90%
-1.82%
7.33%
27.38%
-8.45%
35.25%
24.70%
24.02%
-11.72%
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7.82%
15.69%
-13.44%
As of August 15, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
11.84%
6.56%
-7.97%
-10.80%
11.91%
9.77%
10.88%
5.92%
6.79%
8.23%
7.86%
1.98%
-12.05%
-15.22%
5.53%
3.03%
4.98%
2.38%
6.57%
4.46%
11.86%
6.57%
-8.10%
-11.04%
11.73%
9.58%
9.95%
7.21%
--
8.77%
11.58%
9.30%
-11.49%
-23.19%
9.44%
7.65%
10.20%
6.76%
8.61%
7.77%
10.45%
6.55%
-4.26%
-8.58%
15.70%
12.69%
11.12%
8.86%
9.45%
9.44%
8.99%
5.33%
-7.85%
-11.24%
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--
--
--
5.59%
As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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--
--
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As of July 31, 2022